4 ETFs. 3 years.
1 disciplined process.
Under the thoughtful leadership of Portfolio Manager (PM) Jodi Love, four active ETFs have reached the 3-year milestone—and secured more than $7 billion in AUM.
As part of her process, Lead Portfolio Manager Jodi Love integrates the best ideas from a team of specialist portfolio managers, merging deep expertise with centralized decision-making and disciplined risk oversight. This approach results in a diversified but conviction-driven portfolio built to translate specialist research into a repeatable, investable ETF strategy.
TMSL, TOUS, TGRT, and TVAL
track record
total AUM
Crossing the three-year mark across all four ETFs is a meaningful milestone. Clients can now evaluate our approach based on real-world investment decisions across a range of market environments—and see that we have delivered strong results while staying true to our investment process.
Now with a 3-year track record, these ETFs offer convenience, cost-effectiveness, and tax efficiency, all centered in rigorous research and expert management.
The Small-Mid Cap ETF seeks to build a diversified portfolio of high-quality, small- and mid-cap stocks with improving earnings, attractive valuations, and high return on capital.
The International Equity ETF seeks capital appreciation through investments in non-U.S. companies. The fund primarily focuses on businesses in developed countries with favorable growth prospects, fundamentals, and valuations.
The Growth ETF seeks to invest in a diversified portfolio of primarily large-cap quality companies likely to benefit from innovation while exhibiting strong earnings growth potential and attractive valuations.
The Value ETF seeks to build a diversified portfolio of primarily large-cap, value-oriented stocks by investing in durable, underappreciated companies with promising long-term financial prospects.
Looking to seize the moment for your clients? Get the latest insights from our team or learn more about our actively managed ETFs.
For investors looking outside the U.S., an active approach can offer more flexibility and a broader opportunity set.
Now may be the time for small- and mid‑cap stocks, offering attractive valuations, improving earnings, and broader market participation.
Discover how active ETFs have the potential to outperform.
Important Information:
ETFs/ETPs are bought and sold at market prices, not NAV. Investors generally incur the cost of the spread between the prices at which shares are bought and sold. Buying and selling shares may result in brokerage commissions which will reduce returns
Risks: All investments are subject to market risk, including the possible loss of principal. Past performance cannot guarantee future results.
Foreign investing: Non-U.S. securities tend to be more volatile than U.S. securities and may lose value because of adverse local, political, social, or economic developments overseas, or changes in the exchange rates between foreign currencies and the U.S. dollar.
Growth investing: The fund’s growth approach to investing could cause it to underperform other stock funds that employ a different investment style.
Information technology: Information technology companies face intense competition which may have an adverse effect on their profit margins. Information technology companies may have limited product lines, markets, financial resources, or personnel.
Large-cap stocks: Securities issued by large-cap companies may be less volatile than securities issued by small- and mid-cap companies. Large-cap companies may not be able to attain the high growth rates of successful small- and mid-cap companies and may be unable to respond as quickly to competitive challenges.
Small- and mid-cap stocks: Investments in securities issued by small- and mid-cap companies are likely to be more volatile than larger companies.
Value investing: The fund’s value approach to investing could cause it to underperform other stock funds that employ a different investment style.
See the prospectus for moredetails on the fund’s principal risks.
*As of 8/31/2026, the combined assets under management for TMSL, TOUS, TGRT and TVAL had $7.3 billion.
202608-5870038